Alex. Brown welcomes $190 million client advisor in Greenwich, Connecticut
ST. PETERSBURG, Fla. – Alex. Brown, a division of Raymond James, welcomed Client Advisor Elana Milianta, CRPC®, CDFA®, in Greenwich, Connecticut, according to Brett Kellam, Atlantic regional director for Alex. Brown.
Milianta joins Alex. Brown from Wells Fargo Advisors, where she previously managed more than $190 million in client assets. Also joining her at Raymond James is Daniel Rupp, practice business coordinator. Milianta has been in the financial services industry for 20 years and serves a diverse clientele, including retirees, business owners and female clients going through life transitions, such as divorce or widowhood.
“During my due diligence process, the feeling I got with Alex. Brown and Raymond James was that of a unique, welcoming family culture,” said Milianta. “Everyone is committed to providing a high level of support, and I appreciate the hands-on, accessible approach at all levels of the firm. With Alex. Brown’s boutique feel and Raymond James’ platform, I feel that I have the best of both worlds. I am excited to join the firm and to take advantage of the sophisticated services and tools available to better serve my clients.”
Milianta, a Chartered Retirement Planning CounselorSM and Certified Divorce Financial AnalystTM, began her career as a financial advisor with Morgan Stanley. She later joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, before joining Alex. Brown. She studied finance and international business at Fairleigh Dickinson University.
“Elana is an exceptional client advisor, and we are proud to welcome her to Alex. Brown,” said Kellam. “We’re pleased she found the culture and resources at Alex. Brown and Raymond James to be the best fit for her and her clients, and we look forward to supporting her as her business grows.”
About Alex. Brown, a division of Raymond James
Alex. Brown, a division of Raymond James, was originally founded in 1800, becoming the nation’s first investment bank. Alex. Brown advisors offer financial planning and wealth management services for high-net-worth individuals and institutions. The division’s broker/dealer of record is Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $765 billion. Additional information is available at www.AlexBrown.com.